This was Elon’s one big opportunity to square things up, and it was a flop. He’s a terrible speaker. Clearly riffing (no wonder he’s hanging up his hat with Trump these days). Vague details. I mean the market has spoken today, what did the stock fall like 10%? I’m clearly not the only one that feels this way.
It’s time for a rethink at Tesla. The company is stuck in day-to-day delusion, and has no clear focus. Instead of the robots and the taxis and all of that, they should be fully focused on getting FSD figured out. THEN do the taxis and the Robovan and the robots. After all no FSD, no cybertaxi. This year for sure, nine years in a row. Meanwhile the product is clearly light-years away from any sort of autonony. All talk, no substance, and the market will show you that. Tesla just reached its peak this week, and my prediction is a slow decline until Tesla sorts it’s shit out, and clears house of people that clearly lack focus.
I mean it’s November, so let’s hold off on the grading for a little bit yet.
It’s great to see a power play rolling. That’s one major piece that’s needed for playoff success. It’s too bad the conditioning is still an issue (I think this is one of their most major issues honestly), and it’s already starting to show in the injuries that are beginning to pile on. Toss in a goalie made of glass (Stolarz is looking good though), and I’m just not quite a believer yet.
Way too early to hit the panic button, but also too early to be grading them.